Automate Block and Unblock Lot Transactions in Quality Inspector

Automate Block and Unblock Lot Transactions in Quality Inspector

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Using Quality Inspection Grades in Quality Inspector allows you to block and unblock a lot for specific transactions. The example below guides you through restricting the use of a lot when the test has not passed. We will use Quality Inspection Grades and go through receiving a lot, have a test created for the lot automatically, and prevent the lot from being sold until it is finished.

Create an automatic test

  1. Navigate to Quality Inspection Grades in Business Central.
  2. Set the Lot Allow Sales fields to:
    • INPROGRESS: Block
    • FAIL: Block
    • PASS: Allow Finished Only
  1. Navigate to Quality Inspector Setup.
  2. Locate the Receiving section and set Create Test under Automation to When Receipt is Posted.
  3. Select the icon.
  4. Navigate to Quality Inspection Templates.
  5. Select RECEPTEXAMPLE’s  icon and select Edit.
  6. Create lines with information such as the example below:
Field Code Description Allowable values Pass Pass Desc.
VISUALSTATE Visual State HEAVY MARKS,NO MARKS,SOME MARKS NO MARKS NO MARKS
WEGHT Weight 1..1000 20..60 20 to 60
DATETEST Date test >1/1 Not blank
SIMPLETEXT Simple text <>” <>”
  1. Select Test Generation Rules and input the following:
    • Description: Simple Receipt Example (or required description)
    • Table: Purchase Line
    • Condition Filter: [blank] (generates test under any circumstances)
  2.  Navigate back to your Business Central main screen.

Receive the lot

The following uses the test information you created in Create an automatic test above. In this example, we are going to receive a lot tracked item.

  1. Navigate to Purchase Orders in Business Central.
  2. Select +New and input the following:
    • Vendor Name: Progressive Home Furnishings
    • Vendor Invoice No.: VENDORINVOICE123
    • : 80216-T
    • Location Code: GREEN
    • Quantity: 10
  3. Select Release and select Create Whse. Receipt (warehouse receipt generates and opens).
  4. Select OK.
  1. Select Line and select Item Tracking Lines.
  2. Input the following:
    • Lot No.: L2304201237PM
    • Quantity (Base): 10
    • Quantity to Handle (Base): 10
  3. Select Close.
  4. Select Post Receipt and select Yes (receipt generates).
  5. Select OK.

This creates a quality inspection for that lot number (L2304201237PM) with a test state of “In Progress”. You can now move the lot around, but you cannot sell it.

Test selling the lot

  1. Navigate to Sales Order in Business Central.
  2. Select +New.
  3. Input the following:
    • Customer Name: Spotsmeyer’s Furnishings
    • : 80216-T
    • Location Code: GREEN
    • Quantity: 10
  4. Select Line / Related Information / Item Tracking Lines.
  5. Input “L2304201237PM” as the Lot No.
  6. Select Close.
  7. Select Create Pick / OK / OK.
  8. Select Release / Create Whse. Receipt / OK.
  9. Navigate to Warehouse Picks.
  10. Select the icon and select Edit.
  11. Select Register Pick / Yes (only 8 out of 10 items are available for picking).
  12. Navigate back to Warehouse Shipment.
  13. Select Post Shipment / Ship and Invoice / OK.

You receive an error message stating that the transaction is blocked due to the lot number (L2304201237PM) having an open test.

Complete the test

Before beginning, ensure you have completed Create an automatic test above.

  1. Navigate to Quality Inspection Tests in Business Central.
  2. Select the for the test you created in Create an automatic test.
  3. Input a passing Test Value for each line in the Lines section.
  4. Select Finish / Yes.
  5. Navigate to Warehouse Shipment.
  6. Select Post Shipment / Ship and Invoice / OK / OK.

Automate Block and Unblock Lot Transactions in Quality Inspector Video

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